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An Onboarding Manager can raise onboarding requests from the service catalog from BMC Helix Digital Workplace Catalog or through web API.

When the onboarding request is created, the request submitter, hiring manager, recruitment manager, and manager get access to the onboarding request. However, only users with the Onboarding Manager role can access the Onboarding Portal and view and manage the onboarding request.

Related topics

Before you begin

The employee record of the new hire must already be added to the people data in BMC Helix ITSM. Learn how to add a new record in Creating or modifying People data Open link .

To raise an onboarding request by using the catalog service item

  1. Log in to BMC Helix Digital Workplace Advanced.
  2. From the top menu, click Catalog.
  3. On All items and services page, select Onboarding request.
  4. On the Onboarding request page, click Request now.
  5. Select the Hiring manager, Recruitment manager, Manager, and Buddy for the new hire, and click Next.
  6. In the New hire information section, enter the following details:
    1. Name

      Important

      The new hire record must be available in the system. Learn how to create the people record in  Creating or modifying People data Open link .

      The Personal email and Contact number details are automatically populated.

    2. Gender
    3. Job requisition ID
    4. Joining date
    5. Job title
  7. In the Employment information section, specify the following details:
    1. Company
    2. Organization
    3. Department
    4. Location type
    5. Joining location
    6. Employment type
    7. Employee type
  8. Click Submit request.

To raise an onboarding request through the web API

Learn how to raise an onboarding request through web API in Creating and updating onboarding requests through web API.

Troubleshooting

If the request is not saved, confirm that the email address or mobile number is correct. 

Where to go from here

After the request is successfully saved, you can update the request. Learn how to modify an onboarding request in Updating onboarding requests.